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AVGO icon

LMR Partners’s Broadcom AVGO Stock Holding History

LMR Partners’s Portfolio AVGO Stock Details AVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$59.2M Buy
191,400
+94,300
+97% +$31M 0.13% 75
2025
Q4 		$33.6M Buy
97,100
+43,400
+81% +$15.5M 0.06% 136
2025
Q3 		$17.7M Sell
53,700
-26,000
-33% -$7.98M 0.08% 201
2025
Q2 		$22M Buy
+79,700
New +$17.3M 0.16% 138

Other funds holding AVGO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

LMR Partners's AVGO Position: Q1 2026 in Review

LMR Partners reduced its Broadcom (AVGO) stake by 10% in Q1 2026, selling an estimated $16.2M and leaving 420,590 shares worth $130M. The position accounts for 0.29% of the portfolio, ranked #32.

LMR Partners first reported a position in AVGO in Q4 2014 and has held it in 32 quarters since. The position peaked at $163M in Q4 2025. 4,662 funds tracked by Wall St. Rank hold AVGO as of Q1 2026.

  • LMR Partners held 420,590 shares of Broadcom worth $130M as of Q1 2026.
  • LMR Partners sold 49,148 Broadcom shares in Q1 2026, an estimated $16.2M.
  • Broadcom made up 0.29% of LMR Partners's portfolio in Q1 2026, its #32 holding.
  • LMR Partners first reported a position in Broadcom in Q4 2014 and has held it in 32 quarters since.
  • LMR Partners's Broadcom position peaked at $163M in Q4 2025.
  • 4,662 funds tracked by Wall St. Rank held Broadcom as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.